Team Lead, Private Client Services
1 week ago
Purves Redmond Limited provided pay range This range is provided by Purves Redmond Limited. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$105,000.00/yr - CA$135,000.00/yr The Team Lead, Private Client Insurance is focused on providing leadership, strategic direction, and hands‑on expertise within our Private Client practice. This role is ideal for a seasoned insurance professional who excels at building trusted advisor relationships with affluent clients while inspiring and developing a team of advisors to deliver exceptional service and sustainable growth. The Team Lead will balance people leadership with direct management of a select portfolio of key client relationships, playing a critical role in strengthening our market presence and driving long‑term value for both clients and the firm. Key Accountabilities Lead, coach, and develop a team of Private Client Advisors, fostering a high-performance, service‑excellence culture Oversee day‑to‑day workflow, capacity planning, and service standards to ensure timely, accurate, and proactive client delivery Manage a portfolio of the firm’s key high net worth client relationships, providing bespoke risk and insurance solutions Drive retention, cross‑selling, and organic growth within the portfolio Ensure compliance with regulatory requirements, internal client service standards and insurer underwriting guidelines Monitor pipeline activity and sales metrics, providing coaching and accountability to achieve growth objectives Collaborate with senior leadership on strategy, process improvement, and service model enhancements Monitor team performance through KPIs, conducting regular reviews, coaching sessions, and development planning Act as a technical and strategic escalation point for insurance placements, renewals, and claims advocacy Support recruitment, onboarding, and training of new team members Represent the Private Client practice with insurers, underwriting partners, and at client or industry events Experience Requirements 10+ years of experience in high-net-worth personal insurance Demonstrated experience managing and growing a high net worth or VIP client portfolio, including complex home, auto, excess liability, and specialty risks RIBO license required; CIP, CRM or related designations are considered assets Proficient with insurance management software such as EPIC Strong knowledge of high-net-worth insurers such as Chubb, Intact Prestige, Aviva Ovation and Northbridge Onyx Experience with insurer portals such as Intact, Aviva, Definity, Northbridge are considered an asset Strong relationship management and communication skills Solid knowledge of insurance products, policies, and regulatory environment Self-motivated and team-oriented, with strong communication, negotiation, and organizational skills Results-driven, customer-focused, with strong problem-solving skills Proficient with Microsoft Office tools Seniority level Mid-Senior level Employment type Full-time Job function Management and Customer Service Industries Insurance Referrals increase your chances of interviewing at Purves Redmond Limited by 2x Get notified about new Service Team Lead jobs in Toronto, Ontario, Canada. #J-18808-Ljbffr
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Team Lead, Private Client Services
6 days ago
Toronto, Canada Purves Redmond Limited Full timeThe Team Lead, Private Client Insurance is focused on providing leadership, strategic direction, and hands-on expertise within our Private Client practice. This role is ideal for a seasoned insurance professional who excels at building trusted advisor relationships with affluent clients while inspiring and developing a team of advisors to deliver exceptional...
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Team Lead, Private Client Services
5 days ago
Toronto, Canada Purves Redmond Limited Full timeThe Team Lead, Private Client Insurance is focused on providing leadership, strategic direction, and hands-on expertise within our Private Client practice. This role is ideal for a seasoned insurance professional who excels at building trusted advisor relationships with affluent clients while inspiring and developing a team of advisors to deliver exceptional...
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Team Lead, Private Client Services
1 week ago
Toronto, Canada Purves Redmond Limited Full timeThe Team Lead, Private Client Insurance is focused on providing leadership, strategic direction, and hands-on expertise within our Private Client practice. This role is ideal for a seasoned insurance professional who excels at building trusted advisor relationships with affluent clients while inspiring and developing a team of advisors to deliver exceptional...
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Team Lead, Private Client Services
2 weeks ago
toronto, Canada Purves Redmond Limited Full timeThe Team Lead, Private Client Insurance is focused on providing leadership, strategic direction, and hands-on expertise within our Private Client practice. This role is ideal for a seasoned insurance professional who excels at building trusted advisor relationships with affluent clients while inspiring and developing a team of advisors to deliver exceptional...
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Team Lead, Private Client Services
2 weeks ago
Toronto, Ontario, Canada Purves Redmond Limited Full timeThe Team Lead, Private Client Insurance is focused on providing leadership, strategic direction, and hands-on expertise within our Private Client practice. This role is ideal for a seasoned insurance professional who excels at building trusted advisor relationships with affluent clients while inspiring and developing a team of advisors to deliver exceptional...
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timePrivate Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Toronto, ON Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a...
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Private Client Service Associate
3 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timePrivate Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Toronto, ON Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a...
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timePrivate Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Toronto, ON Join one of Canada’s largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a...
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Private Client Service Associate
2 weeks ago
Toronto, Ontario, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd.Toronto, ONJoin one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
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Private Client Service Associate
2 weeks ago
Toronto, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full timeConnor, Clark & Lunn Private Capital Ltd. Toronto, ON Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...
